Document Template Manager eliminates the tedious, error-prone task of manually synchronizing templates across Polarion LiveDocs Documents, Plans, and Test Runs. Stop copying properties one field at a time and start managing your Polarion Projects with confidence and speed.
Save Valuable Time
What used to take hours now takes minutes, or even seconds. Synchronize configurations across dozens of LiveDocs Documents, Plans, or Test Runs with just a few clicks. Your team can focus on what matters—delivering quality products—instead of wrestling with tool maintenance.
Eliminate Configuration Errors
Manual configuration is prone to mistakes. A missed setting here, an incorrect value there—these small errors compound into major inconsistencies. Document Template Manager automates the process, ensuring perfect accuracy every time.
Maintain Enterprise-Wide Consistency
Keep your entire organization aligned with standardized configurations. Define your templates once, then effortlessly apply them across all projects. No more configuration drift, no more "why does this project look different?"
Powerful Features That Deliver Real Value
- One-Click Configuration Synchronization
Compare your template against any LiveDocs Document, Plan, or Test Run, then synchronize with a single click. Select exactly which settings to apply, giving you complete control without the manual tedium. - Visual Difference Detection
See configuration differences at a glance with color-coded indicators. No more squinting at configuration screens trying to spot discrepancies. - Intelligent Layout Management
Managing rendering layouts across Documents is notoriously complex. Our visual merge tool makes it simple—drag, drop, and reorder layouts with confidence. Built-in validation warns you of problematic configurations before they cause issues. - Bulk Operations That Scale
Need to update 50 Documents? No problem. Process multiple Documents, Plans, or Test Runs simultaneously. What would take hours of manual work can be completed in minutes. - Work Across Multiple Projects
Manage configurations across your entire Polarion instance, not just within a single Project. Perfect for organizations with multiple product lines or project teams that need to maintain consistency. - Create Documents From Globally Defined Templates
Guide users to create new Documents from a list of global and project-specific templates, without navigating different Spaces or Projects. It is now easier and faster to use the correct template than to create a Document from scratch.
Four Powerful Modes, One Solution
- Document Manager Mode
Synchronize Document types, auto-suspect settings, outline numbering, and complex rendering layouts across your Document library. - Plan Manager Mode
Keep your planning templates consistent across projects. Create new Plans from templates, update existing ones, and identify orphaned Plans that need attention. - Test Run Manager Mode
Standardize test execution with template-based Test Run Management. Ensure testing consistency across all your Projects. - Document Creator Mode
Users are guided to use templates from a global and project-specific list of templates when creating new Documents, to ensure consistency between all Projects.
Perfect For
- Large Organizations: Managing hundreds or thousands of Polarion Documents across multiple Projects
- Multi-Project Teams: Maintaining consistency across different product lines or business units
- Quality-Focused Teams: Eliminating configuration errors that impact traceability and reporting
- Growing Teams: Scaling Polarion usage without scaling configuration overhead
- Compliance-Driven Industries: Ensuring audit-ready consistency across all documentation
Professional Support
Built by Polarion experts who understand your challenges. Regular updates ensure compatibility with the latest Polarion releases.